See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,122 |
RIVER AND MERCANTILE LLC1 year Service code 28 · EIN 04-3513306 | Investment Management | $8,750 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,869 | $100,801+39.7% | $149,696-5.9% | $73,409+91.9% |
| Participation rate | 93.7% | 77.7%+16.0pp | 82.5%+11.2pp | 72.2%+21.5pp |
| Annual return | 13.93% | 265.34%-251.4pp | 276.60%-262.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $5,011 | $3,312+51.3% | $4,644+7.9% | $2,234+124.3% |
| Participant deferral / active EE | $9,030 | $6,404+41.0% | $6,842+32.0% | $3,805+137.3% |
| Admin fee / account holder | $143 | $181-20.9% | $9,309-98.5% | $158-9.4% |